'Calendar View' Overview

  • On Device, under Planner, user can select the 'Calendar View' option to see all the Scheduled and Completed Tasks by Worker. Users also have the option to Schedule Tasks to workers directly from the 'Calendar View'.

  • To get started, select the view of Calendar in Days or Weeks.  Once the option is selected, click to select one or more Workers from the Worker Tab.  Each selected worker and any Scheduled Tasks  will now show in the Calendar View.

  • Clicking to open the Tasks Tab will show all Tasks that needs to be complete, and also Tasks that need to be Scheduled.

  • To Schedule a task, Tap and Drag a Task that needs to be scheduled onto a User's Calendar Schedule.  

Planner Overview

Planner Overview

Boards & Schedules Overview

Boards Overview

Schedule Overview

Risks Overview

Resources Overview

Calendars Overview

Dispatch View Overview

Daily Reports Overview

Planner on Devices

Planner Overview - Tablet

Planner - My Work Queue - Tablet

Planner - Boards & Schedules - Tablet

Planner - Calendar View - Tablet

Planner - Daily Reports - Tablet

Board How To?

How to Create a Board

How to Edit a Board

How to Delete a Board

How to Group Boards

How to Filter Boards

What is Plan View

What are Different Boards Types

Board Tags How To?

How to Create a Tag

How to Create a Priority Tag

How to Create a Milestone

How to Dispatch a Tag

How to Auto Dispatch Tags

How to Group Tags

How to Filter Tags

How to Filter Tags by Date

How to Add a Comment to a Tag

How to Add Constraint/Issue to a Tag

How to Link Tags

How to Set a Tag as Complete

How to set a Tag as Verified

How to Copy a Tag

How to Delete a Tag

How to create Rollup Tags

How to assign Rollups to a tag

How to Set a Default GPS Location on Tag

How to Add a New Location to Sub Levels in Location Manager

How to Add/Modify Custom Location on Tag

What is the Tag Shelf

Last Updated: Jan-02-23